Teams at Western & Southern Financial Group

Leads and develops Financial Representatives by coaching sales performance, managing onboarding and training, driving prospecting and client acquisition, supporting recruiting and retention, and ensuring agency scorecard objectives are met. The role translates organizational strategy into production goals, monitors representative performance, coordinates sales programs, provides reporting to agency leadership, and maintains relationships with management and community organizations.

Leads and develops Financial Representatives by coaching sales performance, managing onboarding and training, driving prospecting and customer acquisition, supporting recruiting and retention, and ensuring agency scorecard results. Provides strategic direction, monitors production and performance standards, coordinates sales programs, and maintains relationships with agency leadership and support teams. Requires financial services sales experience, relevant industry licenses, and access to an automobile.

Leads and develops Financial Representatives by coaching sales performance, managing onboarding and training, driving client acquisition and retention, supporting recruiting, and ensuring agency sales processes and scorecard objectives are met. Builds relationships with clients, community groups, management, and support teams while providing production updates, implementing sales programs, and maintaining ethical and professional standards.